Household Services

Financial Planning
Investment Management

We keep score differently, and that changes the game.

While other advisors use client reviews to summarize account values, analyze rates of return, or speculate over market performance in the future, we instead shift our client’s attention to a scoreboard that they find much more meaningful.

Our Three Metrics

Net Worth

We track our clients’ historical net worth as a simple indicator of progress. Just like a successful business, how can we most efficiently increase the things you own, and decrease the things you owe?

Liquid Net Worth

With liquid assets defined as assets that can quickly (and easily) be converted to cash, and short-term liabilities being any debts due within the next month, this metric represents the amount of funds you can access under short notice.

Savings Rate

Your savings rate (or withdrawal rate if in retirement) is an investment behavior that we all have the ability to control. The combination of a strong savings rate, with an intentional savings allocation, is a true indicator of someone who understands their financial priorities.

By shifting focus and dependency away from market performance (which humans have little control over), and placing emphasis on creative financial planning and prudent behaviors (which humans can easily control with proper coaching), we help clients reach their goals and efficiently accumulate wealth.

Click an option below to learn more.

Financial Planning
Investment Management